Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BBLIX (BBH Select Series - Large Cap Fund) | NA | 18.38% | 0.57% | 1.27% | NA | NA | NA | 2.02% |
Data as of 06/07/2011, AR inception is 06/17/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BBLIX (BBH Select Series - Large Cap Fund) | 06/17/2004 | 06/07/2011 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 18.38 | 0.57 | 1.27 | NA | NA | NA | 2.02 | 4.19 | 8.66 | 35.51 | -38.40 | 2.87 | 11.22 | 3.20 | 1.02 |
Sharpe Ratio | NA | 1.72 | 0.00 | 0.00 | NA | NA | NA | 0.02 | 1.27 | 0.58 | 1.44 | -1.33 | -0.02 | 1.09 | 0.15 | 0.08 |
Standard Deviation(%) | NA | 10.62 | 23.39 | 19.48 | NA | NA | NA | 16.86 | 7.89 | 14.72 | 24.65 | 29.47 | 9.96 | 7.33 | 6.85 | 8.78 |
Draw Down(%) | NA | 7.22 | 48.06 | 53.41 | NA | NA | NA | 53.41 | 4.73 | 15.06 | 24.33 | 47.41 | 6.95 | 6.23 | 4.90 | 6.26 |
Yield(%) | 0.00 | 1.51 | 2.17 | 2.45 | 1.35 | 0.90 | 0.68 | 2.26 | 0.00 | 2.13 | 2.71 | 3.28 | 2.83 | 2.76 | 0.00 | 0.00 |
Data as of 06/07/2011, AR inception is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BBLIX (BBH Select Series - Large Cap Fund) |
-16.47%
Feb 2006 - Feb 2009 |
-1.99%
Jul 2004 - Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BBLIX (BBH Select Series - Large Cap Fund) |
8.12%
Oct 2004 - Oct 2007 |
1.49%
Apr 2005 - Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart